Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Sundaram Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.53 | 0.98 | 93.0% | 92.5% | -11.7% | -12.7% |
| 3 Years | +1.73 | 0.85 | 86.1% | 82.4% | 6.2% | 4.0% |
| 5 Years | +1.08 | 0.84 | 83.7% | 80.9% | 6.3% | 5.0% |
| 7 Years | +0.35 | 0.86 | 82.9% | 80.8% | 10.6% | 10.9% |
| 10 Years | -1.70 | 0.84 | 80.1% | 79.8% | 9.3% | 11.9% |
| 12 Years | +1.00 | 0.84 | 81.9% | 79.0% | 10.0% | 9.5% |
| 15 Years | +0.62 | 0.84 | 82.3% | 79.7% | 10.2% | 10.2% |